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Is Microsoft the Greatest Bargain in Tech?

The article argues Microsoft (MSFT.OQ) looks like a compelling tech bargain: fiscal Q2 2026 revenue rose 17% year‑over‑year, non‑GAAP EPS climbed 23% (GAAP EPS +60% due to an OpenAI gain), and Azure revenue grew 39% — a clear driver of AI‑era growth. Despite these results, MSFT remains over 20% below its all‑time high and trades at a valuation discount to peers. The author expects a series of solid quarterly beats could re-rate the stock (a move to ~30x forward earnings implies roughly 20% upside to reach prior highs). Overall the piece is bullish, emphasizing Microsoft's strong fundamentals and upside potential if execution continues.

Category

Microsoft

Sentiment

Bullish

Event

Forecast

Reading time

1 min